See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,141 | $108,642-60.3% | $74,701-42.2% | $152,861-71.8% |
| Participation rate | 89.5% | 65.3%+24.1pp | 54.5%+35.0pp | 82.4%+7.0pp |
| Annual return | 27.56% | 114.06%-86.5pp | 752.92%-725.4pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,344 | $1,503-10.6% | $1,084+24.0% | $4,762-71.8% |
| Participant deferral / active EE | $3,918 | $2,712+44.4% | $1,964+99.5% | $5,850-33.0% |
| Admin fee / account holder | $788 | $4,902-83.9% | $3,333-76.4% | $11,596-93.2% |